Just a quick update on the major upgrade to the CRM. I had a long talk today with our new CRM programmer. He and Raj had decided to keep the present configuration largely intact until I sent the programmer (Sagarr) a response to his technical update. He discovered that in order for us to provide the level of service I’m insisting on, we’ll be forced to change the entire configuration of the CRM.
It will take about another 2 to 3 weeks for this update to be completed. But when it’s done, each Client will have access to all the most sophisticated features of any of the best CRM’s on the market. This is a MAJOR improvement over where we have been to date. It means we’ll run very stiff competition to the likes of Salesforce (http://salesforce.com) and Zoho (http://zoho.com). At the same time, we’re competing head-to-head with the major providers of email marketing software such as Constant Contact (http://constantcontact.com) and Mail Chimp (http://mailchimp.com).
Pleast don’t misunderstand. I am NOT claiming that our services will be as well-defined and that we’ll have the instant capacity of these large companies to service just as many customers as they have (notice that Zoho currently has over 6 million users). But I “AM” saying that the platform we’ll have within about 3 weeks will have ALL the same capabilities. The only thing we’ll lack will be in two categories
- CONTENT: A certain amount of free content needs to be developed. Specifically, this will be in the form of such things as free email templates for newsletters and the like, or a library of free form letters our customers can use to make their communications jobs easier. We’ll also need to develop a large library of training materials, hold training webinars (eventually) and otherwise help our Clients to use our services (which means an ever-growing support staff).
- CAPACITY: As we grow, we’ll need to add servers and distribute the various functions across an increasing number of servers in the server farm. Included in this will be the establishment of our own email servers, database servers, control servers, etc. It’s a monumental task, but with the growth I anticipate in the coming year, I am confident we’ll have the cash flow required to accomplish this task.
Today’s discussion was a truly major development so I thought it was worthy of a 2nd Blog Post in one day. Please expect that we’re going to have some difficulty switching between the current CRM and the newly upgraded system. They are completely different and will require custom installations for each and every Client, Agent and User. But it’s worth the effort in the long run.